Lantz Financial’s Capital Group International Focus Equity ETF CGXU Stock Holding History

Lantz Financial’s Portfolio CGXU Stock Details CGXU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$23.7M	Buy	691,550 +10,844	+2%	+$374K	4.32%	2
2026 Q2	$23.6M	Buy	680,706 +40,427	+6%	+$1.34M	4.31%	2
2026 Q1	$18.9M	Buy	640,279 +48,509	+8%	+$1.5M	3.9%	2
2025 Q4	$17.5M	Buy	591,770 +39,164	+7%	+$1.18M	3.69%	2
2025 Q3	$16.4M	Buy	552,606 +20,317	+4%	+$568K	3.62%	2
2025 Q2	$14.4M	Buy	532,289 +27,902	+6%	+$709K	3.6%	2
2025 Q1	$12.3M	Buy	504,387 +32,618	+7%	+$834K	3.38%	2
2024 Q4	$11.6M	Buy	471,769 +36,406	+8%	+$947K	3.1%	2
2024 Q3	$11.7M	Buy	435,363 +103,519	+31%	+$2.7M	3.18%	2
2024 Q2	$8.54M	Buy	331,844 +36,059	+12%	+$931K	2.65%	6
2024 Q1	$7.63M	Buy	295,785 +27,355	+10%	+$670K	2.45%	7
2023 Q4	$6.41M	Buy	268,430 +1,129	+0.4%	+$25.2K	2.31%	7
2023 Q3	$5.81M	Buy	267,301 +33,551	+14%	+$772K	2.31%	7
2023 Q2	$5.49M	Buy	233,750 +35,716	+18%	+$832K	2.15%	7
2023 Q1	$4.59M	Buy	198,034 +30,794	+18%	+$688K	1.91%	7
2022 Q4	$3.48M	Buy	167,240 +140,299	+521%	+$2.87M	1.58%	11
2022 Q3	$504K	Buy	+26,941	New	+$557K	0.26%	91

Other funds holding CGXU

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Confluence Wealth Services Mcmurray, Pennsylvania $3.81B AUM 14.14% 1-Year Est. Return

Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Lantz Financial's CGXU Position: Q3 2026 in Review

Lantz Financial increased its Capital Group International Focus Equity ETF (CGXU) stake by 1.6% in Q3 2026, buying an estimated $374K and bringing the position to 691,550 shares worth $23.7M. The position accounts for 4.32% of the portfolio, ranked #2.

Lantz Financial first reported a position in CGXU in Q3 2022 and has held it in 17 quarters since. 282 funds tracked by Wall St. Rank hold CGXU as of Q3 2026.

Lantz Financial held 691,550 shares of Capital Group International Focus Equity ETF worth $23.7M as of Q3 2026.
Lantz Financial bought 10,844 Capital Group International Focus Equity ETF shares in Q3 2026, an estimated $374K.
Capital Group International Focus Equity ETF made up 4.32% of Lantz Financial's portfolio in Q3 2026, its #2 holding.
Lantz Financial first reported a position in Capital Group International Focus Equity ETF in Q3 2022 and has held it in 17 quarters since.
282 funds tracked by Wall St. Rank held Capital Group International Focus Equity ETF as of Q3 2026.

Based on Lantz Financial's 13F filing for Q3 2026, filed 15 Oct 2026.